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BEACON WEALTH CONSULTING, LLC

Branch

Company Details

Entity Name: BEACON WEALTH CONSULTING, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Foreign
Status: Withdrawn
Date Formed: 22 Feb 2000 (Companies founded in February 2000)
Branch of: BEACON WEALTH CONSULTING, LLC (Company Number 2426281) (NEW YORK)
Business ALEI: 0644117
Annual report due: 31 Mar 2016
Business address: 1281 EAST MAIN STREET SUITE 204, STAMFORD, CT, 06902
Office jurisdiction address: C/O CT CORPORATION SYSTEM 111 EIGHTH AVENUE - GROUP 1, NEW YORK, NY, 10011,
ZIP code: 06902 (Companies in Fairfield, 06902)
County: Fairfield
Place of Formation: NEW YORK
E-Mail: jmoore@beacon-wealth.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BEACON WEALTH CONSULTING LLC 401 K PROFIT SHARING PLAN TRUST 2014 061566228 2015-06-04 BEACON WEALTH CONSULTING LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 812990
Sponsor’s telephone number 2038539532
Plan sponsor’s address 1281 EAST MAIN STREET STE 204, STAMFORD, CT, 06902

Signature of

Role Plan administrator
Date 2015-06-04
Name of individual signing SUSAN BRUNO
Valid signature Filed with authorized/valid electronic signature
BEACON WEALTH CONSULTING LLC 401 K PROFIT SHARING PLAN TRUST 2013 061566228 2014-05-29 BEACON WEALTH CONSULTING LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 812990
Sponsor’s telephone number 2038539532
Plan sponsor’s address 1281 EAST MAIN STREET STE 204, STAMFORD, CT, 06902

Signature of

Role Plan administrator
Date 2014-05-29
Name of individual signing SUSAN J. BRUNO
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address
Secretary of State Agent 165 Capitol Ave., P.O. BOX 150470, Hartford, CT, 06115-0470, United States

Officer

Name Role Business address Residence address
SUSAN J. BRUNO Officer 1281 EAST MAIN STREET, SUITE 204, STAMFORD, CT, 06902, United States 112 ROWAYTON AVENUE, ROWAYTON, CT, 06853, United States

License

Credential Credential type Status Status reason Issue date Effective date Expiration date
CPAP.0004184 CERTIFIED PUBLIC ACCOUNTING FIRM INACTIVE LAPSED 2004-01-01 2016-01-01 2016-12-31
CPAP.0003603 CERTIFIED PUBLIC ACCOUNTING FIRM INACTIVE No data 2000-07-11 2004-01-01 2004-12-31

History

Type Old value New value Date of change
Name change WINGED KEEL FINANCIAL ADVISORS, LLC BEACON WEALTH CONSULTING, LLC 2004-02-02

Filing

Filing number Filing date Effective date Filing category Filing type Report year
0006580744 2019-06-19 2019-06-19 Withdrawal Statement of Withdrawal Registration No data
0005257792 2015-01-16 No data Annual Report Annual Report 2015
0005026976 2014-01-27 No data Annual Report Annual Report 2014
0004784672 2013-01-18 No data Annual Report Annual Report 2013
0004516374 2012-01-31 No data Annual Report Annual Report 2012
0004322861 2011-02-22 No data Annual Report Annual Report 2011
0004142263 2010-02-25 No data Annual Report Annual Report 2010
0003866448 2009-02-12 No data Annual Report Annual Report 2009
0003652612 2008-02-27 No data Annual Report Annual Report 2008
0003395789 2007-02-20 No data Annual Report Annual Report 2007

Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website